Zynergy Retirement Planning’s Schwab US TIPS ETF SCHP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.3M	Buy	423,520 +7,405	+2%	+$198K	7.58%	6
2025 Q1	$10.7M	Buy	416,115 +211,374	+103%	+$5.46M	7.62%	6
2024 Q4	$11M	Sell	204,741 -204,741	-50%	-$11M	7.74%	6
2024 Q3	$11M	Buy	409,482 +17,418	+4%	+$467K	7.74%	6
2024 Q2	$10.2M	Buy	+392,064	New	+$10.2M	7.81%	6